002272, rapid surge to the limit at the close! This industry chain is favored, with multiple photovoltaic equipment stocks being withdrawn by major players.

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The weekly fund flow of major players has been released, with stocks in the lithium battery industry chain favored.

Liquid cooling popular stocks surged to their daily limit at the end of trading.

Today (March 27), Chuanrun Co., Ltd. (002272) rapidly hit the daily limit from 14:50 to 14:55, with a closing order volume reaching 204,600 hands. The latest price of the stock is 17.66 yuan/share, with a total market value of 8.563 billion yuan.

Chuanrun Co., Ltd. expects to achieve a net profit attributable to shareholders of a loss of 19 million to 27 million yuan in 2025, significantly reducing its losses year-on-year. It stated that during the reporting period, the company achieved rapid growth in new energy business revenue by leveraging its leading technology and service capabilities in hydraulic, lubrication, and temperature control fields, as well as its advantageous position in the wind power market; on the other hand, with the continuous advancement of global AI computing power and related energy infrastructure construction, liquid cooling, as a strategic business for the company, saw significant year-on-year growth in sales revenue.

Recently, Chuanrun Co., Ltd. stated on the investor interaction platform that its liquid cooling systems can meet the high-density and diverse needs of supercomputing centers, intelligent computing centers, and energy storage; its products have good competitive advantages in technology, performance, and quality, and combined with large-scale production lines and modular delivery capabilities, they can better meet market demand.

Previously, Chuanrun Co., Ltd. was awarded the honor of the “Strategic Partner Community” by Huaxia Kunpeng. Chuanrun Co., Ltd. stated that it collaborates with Huaxia Kunpeng mainly in the areas of R&D design, manufacturing, sales expansion, and operation maintenance, sharing capabilities and resources to jointly promote the development of digital energy, smart cities, and clean energy industries.

The movement of major funds has been revealed this week.

According to statistics from Securities Times·Data Treasure, excluding recently listed new stocks, a total of 60 stocks this week had a net inflow of major funds exceeding 300 million yuan.

Ganfeng Lithium has seen significant accumulation of major funds, with a net inflow of up to 2.72 billion yuan in a week; Demingli, Yunnan Zinc Industry, Salt Lake Co., Ltd., Shenkong Co., Ltd., Tianqi Lithium, and Tianci Materials all had net inflows of major funds exceeding 1.1 billion yuan in a week.

From an industry perspective, upstream lithium mining stocks like Ganfeng Lithium and Tianqi Lithium, as well as lithium battery stocks like Tianci Materials, Tianhua New Energy, Haike New Source, and Xinzhoubang have recently been favored by major funds.

On the news front, Zimbabwe’s lithium export ban has lasted nearly a month, with no news of lifting, and the duration may exceed previous market expectations.

Huatai Securities pointed out that considering the supply disruption risks in the Yichun area of China and overseas areas such as Zimbabwe still exist in the second half of the year, high oil prices on the demand side are boosting expectations for electric vehicles and energy storage, and if we assume a neutral expectation for 2026 (with global new energy vehicle sales growth of 10%-15% year-on-year and energy storage cell shipments growing by 50%-60% year-on-year), global lithium carbonate is expected to maintain a tight balance between supply and demand.

Other brokerages have indicated that the demand for lithium mines is already on the verge of explosion, while fragile supply is leaking everywhere. The demand for lithium batteries is fully exploding due to high oil prices, and global lithium battery orders are rushing to China. Scenarios like energy storage, new energy passenger cars, and new energy heavy trucks can all clearly feel the surge in demand.

In addition, the rare earth small metal sector, including Northern Rare Earth, Xiamen Tungsten, Yunnan Zinc Industry, and Western Materials, as well as the communications sector including Changfei Fiber, Guangku Technology, and Guanghuan New Network, have also attracted the attention of major funds.

Multiple photovoltaic equipment stocks faced major fund withdrawals.

According to Data Treasure statistics, this week, 64 stocks had a net outflow of major funds exceeding 500 million yuan. Xinyi Technology had the highest net outflow, reaching 3.886 billion yuan; Sunshine Power, Huagong Technology, Dongfang Wealth, and Invech followed closely, with net outflows all exceeding 2 billion yuan.

Xinyi Technology expects to achieve a net profit attributable to shareholders of 9.4 billion to 9.9 billion yuan in 2025, a year-on-year increase of 231.24% to 248.86%; the company’s performance growth is mainly benefited from continuous growth in computing power investments and rapid improvement in demand for high-speed products.

Xinyi Technology stated on the investor interaction platform that the company attaches great importance to R&D of new technologies and new products, and recently launched the NX200 and NX300 series optical path switches during OFC 2026, which can optimize architecture for AI networks of different scales, with specific ramp-up progress depending on market and customer demand.

It is worth noting that Zhongji Xuchuang, also one of the “three swordsmen” of optical modules, had a net outflow of major funds of 619 million yuan this week, while Tianfu Communication saw a cumulative increase of 565 million yuan in major funds this week.

This week, multiple photovoltaic equipment stocks faced withdrawals of major funds, with Sunshine Power, Jiejia Weichuang, and Shangneng Electric experiencing net outflows of 2.985 billion yuan, 1.265 billion yuan, and 1.15 billion yuan, respectively.

Recently, Tesla plans to invest approximately $2.9 billion to purchase core equipment for the production of photovoltaic batteries and components in China, aimed at advancing the integrated photovoltaic manufacturing layout in the U.S., with a goal of achieving an annual capacity of 100GW by the end of 2028.

Huafu Securities stated that this is the largest single overseas intention order ever received by Chinese photovoltaic equipment companies, and is expected to completely break the sluggish pattern of Chinese photovoltaic product exports to the U.S. This order not only highlights the global technological leadership of Chinese photovoltaic equipment, but also releases a clear signal of deep participation by Chinese equipment manufacturers in the wave of localization of photovoltaic manufacturing in the U.S., with the industry outlook and valuations expected to see a dual recovery.

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Editor: Ling Chen